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Schwab Fundamental US Large Company Index ETF

630 hedge funds and large institutions have $13.9B invested in Schwab Fundamental US Large Company Index ETF in 2025 Q1 according to their latest regulatory filings, with 71 funds opening new positions, 285 increasing their positions, 157 reducing their positions, and 48 closing their positions.

Holders
630
Holders Change
+7
Holders Change %
+1.12%
% of All Funds
8.56%
Holding in Top 10
67
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+6.35%
% of All Funds
0.91%
New
71
Increased
285
Reduced
157
Closed
48
Calls
Puts
$3K
Net Calls
-$3K
Net Calls Change
-$3K
Name Market Value Shares Shares
Change
Shares
Change %
WP
551
WealthShield Partners
North Carolina
$44.4K 1,881 +541 +40%
JWA
552
JFS Wealth Advisors
Pennsylvania
$43.7K 1,851 +1,851 New
T
553
Tidemark
California
$42.7K 1,807 +8 +0.4%
ACA
554
American Capital Advisory
Idaho
$42.3K 1,792 +8 +0.4%
GWSA
555
Global Wealth Strategies & Associates
Colorado
$41K 1,737 +6 +0.3%
CA
556
Clearstead Advisors
Ohio
$35.2K 1,492 +3 +0.2%
DI
557
DAGCO Inc
Ohio
$33.2K 1,408 +1,408 New
PS
558
Pinney & Scofield
Massachusetts
$33.1K 1,400 +5 +0.4%
KFI
559
Key Financial Inc
Pennsylvania
$31.8K 1,346 +596 +79%
RMP
560
Richards, Merrill & Peterson
Washington
$30.2K 1,281
WT
561
Washington Trust
Rhode Island
$29.6K 1,254
BGWM
562
Bridge Generations Wealth Management
Florida
$27.6K 1,169 +738 +171%
ATC
563
Adirondack Trust Company
New York
$27.3K 1,155
WWM
564
Woodside Wealth Management
Massachusetts
$24.6K 1,041 +1,041 New
OP
565
ORG Partners
Indiana
$23.9K 1,011
RWM
566
Rialto Wealth Management
New York
$22.9K 969
PB
567
Pinnacle Bancorp
Nebraska
$22.7K 961 -288 -23%
WWM
568
Wagner Wealth Management
South Carolina
$19.8K 840 +82 +11%
KSWA
569
Kathleen S. Wright Associates
Pennsylvania
$19.4K 822
CIA
570
Cape Investment Advisory
Georgia
$18.8K 795
BA
571
Bristlecone Advisors
Washington
$18.7K 791 +4 +0.5%
AIM
572
Anchor Investment Management
South Carolina
$18.7K 790
HWM
573
Hemington Wealth Management
Virginia
$18K 798
SL
574
Salomon & Ludwin
Virginia
$17.6K 747
MM
575
Main Management
California
$17K 720